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Next Financial Group’s Healthpeak Properties DOC Stock Holding History

Next Financial Group’s Portfolio DOC Stock Details DOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$38K Buy
1,070
+405
+61% +$14K ﹤0.01% 1594
2021
Q3 		$22K Buy
665
+226
+51% +$8K ﹤0.01% 1756
2021
Q2 		$15K Hold
439
– – ﹤0.01% 1852
2021
Q1 		$14K Hold
439
– – ﹤0.01% 1760
2020
Q4 		$13K Buy
439
+6
+1% +$175 ﹤0.01% 1681
2020
Q3 		$12K Buy
+433
New +$11.9K ﹤0.01% 1568
2020
Q2 		– Sell
-414
Closed -$10K – 903
2020
Q1 		$10K Sell
414
-111
-21% -$3.62K ﹤0.01% 1520
2019
Q4 		$18K Hold
525
– – ﹤0.01% 1560
2019
Q3 		$19K Sell
525
-600
-53% -$20.3K ﹤0.01% 1460
2019
Q2 		$36K Buy
1,125
+725
+181% +$22.5K ﹤0.01% 1266
2019
Q1 		$13K Sell
400
-125
-24% -$3.81K ﹤0.01% 1051
2018
Q4 		$15K Buy
+525
New +$14.5K ﹤0.01% 1197
2017
Q4 		– Sell
-2,900
Closed -$76K – 521
2017
Q3 		$76K Sell
2,900
-360
-11% -$10.8K 0.02% 572
2017
Q2 		$104K Sell
3,260
-100
-3% -$3.17K 0.03% 534
2017
Q1 		$105K Sell
3,360
-4,388
-57% -$135K 0.03% 475
2016
Q4 		$230K Sell
7,748
-2,241
-22% -$68.3K 0.04% 433
2016
Q3 		$345K Buy
9,989
+1,902
+24% +$66.5K 0.06% 323
2016
Q2 		$260K Buy
8,087
+1,328
+20% +$41.2K 0.08% 242
2016
Q1 		$200K Sell
6,759
-396
-6% -$11.9K 0.07% 288
2015
Q4 		$249K Sell
7,155
-662
-8% -$22.1K 0.09% 227
2015
Q3 		$265K Buy
7,817
+2,004
+34% +$69.3K 0.09% 231
2015
Q2 		$193K Buy
5,813
+703
+14% +$25.6K 0.07% 308
2015
Q1 		$201K Hold
5,110
– – 0.06% 309
2014
Q4 		$205K Sell
5,110
-6,297
-55% -$250K 0.07% 301
2014
Q3 		$413K Buy
11,407
+10,241
+878% +$388K 0.08% 275
2014
Q2 		$43K Buy
+1,166
New +$43.9K 0.02% 384

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Next Financial Group's DOC Position: Q4 2021 in Review

Next Financial Group increased its Healthpeak Properties (DOC) stake by 61% in Q4 2021, buying an estimated $14K and bringing the position to 1,070 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

Next Financial Group first reported a position in DOC in Q2 2014 and has held it in 26 quarters since. The position peaked at $413K in Q3 2014. 615 funds tracked by Wall St. Rank hold DOC as of Q4 2021.

  • Next Financial Group held 1,070 shares of Healthpeak Properties worth $38K as of Q4 2021.
  • Next Financial Group bought 405 Healthpeak Properties shares in Q4 2021, an estimated $14K.
  • Healthpeak Properties made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1594 holding.
  • Next Financial Group first reported a position in Healthpeak Properties in Q2 2014 and has held it in 26 quarters since.
  • Next Financial Group's Healthpeak Properties position peaked at $413K in Q3 2014.
  • 615 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.